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北京时间·🕒 发布 18:00:00(美东 06:00)·⟳ 抓取 18:02:23·⚡ 决策 08-05 21:33:35 +3h31m·82.9 天前

Circle宣布Arc主网9月16日上线,并披露BlackRock、Visa、Mastercard等创始验证者和机构集成

事件方向偏正面:BlackRock、DTCC、Visa、Mastercard等机构进入Arc验证者或集成框架,强化Circle从USDC发行商向链上金融基础设施平台扩展的叙事。

📄 原文CRCL↗ 原文
Circle Announces Founding Validator Cohort and Major Integrations for Arc Ahead of September 16 Mainnet Launch BlackRoc…
不做 Circle Internet Group(CRCL.US)
事件偏利好但不做:Arc机构参与有外部背书,但核心生态名单已有旧传播,本次未披露收入/交易量/分成量级,且同日财报已造成盘前混合重定价,当前无法证明Arc公告单独仍有正期望。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-08-05 · 扩散 medium · price-in 风险 medium ↗ ↗ ↗

消息传播链

  1. 2026-08-05 06:00 ET官方确认/否认Circle IR一手源原文 ↗
    Circle官方发布Arc创始验证者、主要机构集成和9月16日主网启动日期,是本次具体催化的首个可信节点。
  2. 2026-08-05市场反应Barron's非一手原文 ↗
    同日媒体称CRCL盘前上涨主要跟随Q2盈利超预期和其他收入指引上调,说明价格反应并非Arc公告单独驱动。
    市场反应:CRCL盘前上涨约7.6%,但催化混合。

关键理由

  • 事件方向偏正面:BlackRock、DTCC、Visa、Mastercard等机构进入Arc验证者或集成框架,强化Circle从USDC发行商向链上金融基础设施平台扩展的叙事。
  • 但Arc和多家核心机构参与并非全新信息:2025年Arc测试网已披露100+参与方,Visa此前已公开支持Arc,2026年5月Arc代币预售也已由BlackRock等参与。
  • 量级句:Circle最近季度收入约6.94亿至7.01亿美元、TTM收入约28.6亿美元;本次未披露Arc验证者费用、交易量承诺或分成机制,无法估算对收入、利润或约160亿美元市值的新增贡献。

主要风险

  • 同日Q2财报与指引上调已驱动盘前重定价,当前Arc公告的独立可交易edge被财报反应混淆。
  • 稳定币竞争、USDC增长和分销经济性仍是核心反证,单次机构背书不足以覆盖这些估值约束。

反向证据

  • 做多前查反向 · 来源 web · 日期 2026-07-14 · 影响 weakens
    Mizuho/JPMorgan等近期关注Open USD竞争、分销成本和USDC经济性压力,削弱CRCL估值扩张逻辑。
    检索:CRCL stablecoin competition Open USD Morgan Stanley Mizuho downgrade USDC growth August 2026 原文 ↗
  • 做多前查反向 · 来源 web · 日期 2025-10-28 · 影响 weakens
    多家本次被强调的机构此前已经作为Arc测试网参与者或设计伙伴出现,新增信息主要是验证者/集成阶段推进而非首次选型。
    检索:Circle Arc public testnet Visa Mastercard BlackRock participants 2025 2026 原文 ↗
  • 做多前查反向 · 来源 web · 日期 2026-08-05 · 影响 weakens
    同日Q2财报本身提供盈利超预期和其他收入指引上修,价格反应难以归因到Arc公告,降低事件单独做多置信度。
    检索:Circle Q2 earnings August 5 2026 premarket stock reaction revenue guidance 原文 ↗

原文全文

展开原文 · 11,331 字
Circle Announces Founding Validator Cohort and Major Integrations for Arc
Ahead of September 16 Mainnet Launch

BlackRock, DTCC, Galaxy, Global Payments, ICE, Mastercard, MoneyGram, SBI Group,
Standard Chartered, Sumitomo Corporation, and Visa join Circle as founding validators; major
global financial institutions advancing integrations, joining more than 100 ecosystem and
institutional builders on Arc private mainnet

NEW YORK — August 5, 2026 — Circle Internet Group, Inc. (NYSE: CRCL) today announced
the founding validator cohort for Arc, an open blockchain network built for the world's financial
markets, real-time money movement, and agentic economic activity. Arc is currently in private
mainnet with more than 100 ecosystem and institutional builders and is on track for a public
mainnet launch on September 16, 2026. Together the founding validator cohort and major




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institutional integrations mark significant milestones as Circle prepares to bring the network to
public mainnet.

Alongside Circle, Arc’s founding validator cohort – which includes BlackRock, The Depository
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Trust & Clearing Corporation (DTCC), Galaxy, Global Payments, ICE, Mastercard,
MoneyGram, SBI Group, Standard Chartered, Sumitomo Corporation, and Visa —
represents a new model for onchain infrastructure: a network secured by the institutions building
on it, and creating a foundation for trusted, globally distributed operators to help support secure
and scalable onchain financial applications. This model allows Arc to meet the trust, security,
operational, and compliance standards required of critical financial market infrastructure.

“The future of money movement will not be defined by a single rail, network or form of value. It
will be defined by how effectively they work together. As stablecoins and other digital assets
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move into real-world payments, settlement and treasury flows, Mastercard is focused on helping
customers operate across an increasingly diverse payments ecosystem. Our participation as a
founding validator on Arc reflects that commitment — supporting trusted, interoperable
infrastructure that can help connect emerging blockchain networks with the broader financial
systems businesses rely on every day,” said Jorn Lambert, Chief Product Officer,
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Mastercard.

"Arc reflects where the industry is heading: trusted, compliant and unified infrastructure that
makes stablecoins practical for real-world payments," said Anthony Soohoo, Chairman and
CEO, MoneyGram. "We're proud to join the network as a validator and help build infrastructure
that supports financial institutions and consumers moving money around the world.”

Ole Matthiessen, Global Head of Transaction Services & Digital Assets, at Standard
Chartered said: "The convergence of traditional finance and digital assets requires an
infrastructure that meets the highest standards expected by regulators and institutions. We
welcome the upcoming launch of the Arc Network and are pleased to participate as a founding
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validator bank. We believe this represents a meaningful step forward in advancing trusted,
compliant and secure onchain financial applications, helping to unlock new opportunities for
digital assets in institutional finance.”

Rubail Birwadker, Global Head of Growth Product and Partnerships at Visa, said: "Arc
represents the kind of compliant, high-trust network infrastructure needed to help support the
growth of onchain payments. Visa is proud to participate as a validator and help secure it."

TRACTION WITH MAJOR INSTITUTIONS
As an early signal of Arc's potential to become the always-on settlement layer for global finance,
Arc is gaining significant traction with major institutions. BlackRock, BNY, DTCC, and Standard
Chartered are each exploring unique integrations with the network, spanning tokenized asset
settlement, digital asset custody, stablecoin access, and FX and repo infrastructure.




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BUIDL Deploys on Arc
BlackRock is expected to deploy BUIDL, the BlackRock USD Institutional Digital Liquidity Fund,
on Arc, leveraging the network’s native USDC integration. It enables institutional investors to
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subscribe, redeem, and deploy fund assets within a single onchain environment — removing
friction that has historically limited tokenized fund adoption at scale.

“Stablecoins and tokenized assets are inextricably linked within the future of financial market
infrastructure,” said Robert Mitchnick, Global Head of Digital Assets at BlackRock.
“Purpose-built rails like Arc can support faster settlement, improved collateral mobility, and
broader institutional adoption of digital assets. We’re encouraged by this development and look
forward to collaborating with industry participants to help unlock the next phase of digital
adoption.”
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Integration with DTCC Tokenization Service
Circle is collaborating with DTCC, the premier post-trade market infrastructure for the global
financial services industry, to enable the tokenization of The Depository Trust Company (DTC)-
custodied assets on Arc beginning in the second half of 2027. The connection is intended to
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enable market participants to utilize third-party applications on Arc that may enable
stablecoin-native settlement outside of DTC but against DTC-tokenized assets. This
collaboration reinforces DTCC’s commitment to connecting to onchain ecosystems, including
trusted stablecoin issuers like Circle.

The integration is aligned with DTCC’s multi-chain strategy, which is designed to enable market
participants to leverage the benefits of blockchain and digital ledger technology, such as
accelerated settlement, enhanced asset mobility, extended trading hours, and greater cost and
operational efficiencies. DTC-tokenized assets will continue to provide the same protections,
rights and safeguards investors receive with traditionally held assets.
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“Tokenization can have the greatest impact through open, interoperable networks like Arc that
provide market participants with flexibility and choice while meeting our rigorous compliance,
transaction throughput and operational standards,” said Frank LaSalla, DTCC President, CEO
and Director. “Our integration with Arc reinforces our commitment to building connected,
onchain digital market infrastructure that enables seamless movement of assets and data
across ecosystems and lays the foundation for a more efficient, interconnected financial future.”

Permissionless Innovation & Institutional-Grade Infrastructure Come Together
As the platform where open, permissionless innovation and institutional-grade infrastructure
come together, Arc is also set to have a wide range of day one apps and services expected to
be live across a range of verticals in the digital asset ecosystem, including:​

●​ Leading DeFi protocols and capital allocators, including Aave, Aerodrome, FalconX,




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Galaxy, GSR, Keyrock, Morpho, Nonco, Uniswap, and XFX powering liquid markets for
borrowing, trading, and onchain capital deployment.
●​ Stablecoin payments providers including Rain, Thunes, and Wirex for routing
AF real-world stablecoin payment and settlement flows through Arc, spanning card-based
settlement, regulated consumer platforms, and global cross-border payment networks.
●​ Major exchanges and wallet providers including Binance Wallet, Chainlink, Fireblocks,
Kraken, Ledger, MetaMask, Uniswap Labs, and Upbit enabling seamless access to
USDC on Arc and supporting secure custody and crosschain movement of assets.

"Arc is built on a simple premise: that the global financial system deserves a blockchain network
it can trust," said Jeremy Allaire, Co-Founder, CEO, and Chairman of Circle. "With some of
the world's most respected financial institutions expected to be live securing the network as
validators, more than 100 ecosystem and enterprise builders from the world's largest banks,
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asset managers, and DeFi protocols already building on Arc private mainnet, Arc is ready for a
September 16 launch.”

At launch, Circle will unveil a product suite built around Arc as a platform, including a
composable app framework for common onchain workflows, AI-powered tools for building
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applications and smart contracts, capabilities that help asset issuers deploy and manage
tokenized real-world assets, and intuitive interfaces that help developers, users, and agents
navigate the Arc ecosystem. Arc's architecture is designed to be open and permissionless at its
core, enabling the kind of composable innovation that has driven DeFi, while meeting the trust
and compliance standards that traditional finance demands — a combination that has not
existed on a single network until now.

###

About Circle Internet Group, Inc.
Circle (NYSE: CRCL) is one of the world’s leading internet financial platform companies, building the foundation of a
more open, global economy through programmable blockchain infrastructure, digital assets, and payment
applications. Circle’s platform includes the world’s largest stablecoin network anchored by USDC, Circle Payments
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Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS
for the internet. Enterprises, financial institutions, and developers use Circle to power trusted, internet-scale financial
innovation.

Press:
press@circle.com

Disclaimers:
Arc is an open L1 blockchain launched by Arc Network Services LLC ("Arc LLC") and operated by a permissioned
validator set. Arc LLC provides software services only and does not offer regulated financial or advisory services. Arc
has not been reviewed or approved by the New York State Department of Financial Services or any other regulatory
authority.

The Arc network is provided "as is" and "as available." Use of Arc involves inherent risks associated with blockchain
technology, including smart contract vulnerabilities, network disruptions, and the absence of recourse for transaction
errors or losses. The ability to transact on Arc depends on the ability to obtain and use USDC to pay gas fees.
Neither Arc LLC nor any permissioned validator is responsible for the content, accuracy, legality, or functionality of




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third-party applications, protocols, or services built on or integrated with Arc. You are solely responsible for features or
services you provide to users, including obtaining any necessary licenses or approvals and otherwise complying with
applicable laws.

All Arc features may be modified, delayed, or cancelled at any time without notice. Nothing herein constitutes a
commitment, warranty, guarantee or legal, regulatory, tax, or investment advice. Coming soon.
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